HSBC Holdings’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

HSBC Holdings’s Portfolio ERTH Stock Details ERTH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-6,158	Closed	-$328K	–	3017
2022 Q2	$328K	Hold	6,158	–	–	﹤0.01%	2585
2022 Q1	$383K	Hold	6,158	–	–	﹤0.01%	2601
2021 Q4	$410K	Hold	6,158	–	–	﹤0.01%	2584
2021 Q3	$391K	Hold	6,158	–	–	﹤0.01%	2398
2021 Q2	$426K	Hold	6,158	–	–	﹤0.01%	2293
2021 Q1	$465K	Hold	6,158	–	–	﹤0.01%	2012
2020 Q4	$463K	Hold	6,158	–	–	﹤0.01%	2253
2020 Q3	$361K	Hold	6,158	–	–	﹤0.01%	2137
2020 Q2	$303K	Hold	6,158	–	–	﹤0.01%	2117
2020 Q1	$232K	Hold	6,158	–	–	﹤0.01%	2202
2019 Q4	$308K	Hold	6,158	–	–	﹤0.01%	2525
2019 Q3	$275K	Hold	6,158	–	–	﹤0.01%	2678
2019 Q2	$281K	Hold	6,158	–	–	﹤0.01%	2354
2019 Q1	$260K	Hold	6,158	–	–	﹤0.01%	2417
2018 Q4	$227K	Hold	6,158	–	–	﹤0.01%	2418
2018 Q3	$267K	Hold	6,158	–	–	﹤0.01%	2291
2018 Q2	$259K	Buy	6,158 +458	+8%	+$19.9K	﹤0.01%	2340
2018 Q1	$245K	Hold	5,700	–	–	﹤0.01%	2295
2017 Q4	$241K	Hold	5,700	–	–	﹤0.01%	1834
2017 Q3	$235K	Hold	5,700	–	–	﹤0.01%	2074
2017 Q2	$220K	Hold	5,700	–	–	﹤0.01%	2011
2017 Q1	$203K	Buy	+5,700	New	+$196K	﹤0.01%	1992

Other funds holding ERTH

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

AWM

Avaii Wealth Management Appleton, Wisconsin $287M AUM 29.75% 1-Year Est. Return

HSBC Holdings's ERTH Position: Q3 2022 in Review

HSBC Holdings sold out of Invesco MSCI Sustainable Future ETF (ERTH) in Q3 2022, closing a stake of 6,158 shares — an estimated $328K sold.

HSBC Holdings first reported a position in ERTH in Q1 2017 and held it in 22 quarters. The position peaked at $465K in Q1 2021. 99 funds tracked by Wall St. Rank hold ERTH as of Q3 2022.

HSBC Holdings reported no remaining Invesco MSCI Sustainable Future ETF position as of Q3 2022 after selling out during the quarter.
HSBC Holdings sold 6,158 Invesco MSCI Sustainable Future ETF shares in Q3 2022, an estimated $328K.
HSBC Holdings first reported a position in Invesco MSCI Sustainable Future ETF in Q1 2017 and held it in 22 quarters.
HSBC Holdings's Invesco MSCI Sustainable Future ETF position peaked at $465K in Q1 2021.
99 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q3 2022.

Based on HSBC Holdings's 13F filing for Q3 2022, filed 14 Nov 2022.